Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

firm logo

Justin W

CFP®, Series 66

Madison, AL

Edward Jones

Justin Wright is a CFP® professional with seven years of financial industry experience, currently serving as an advisor at Edward Jones since 2019. Prior to his advisory role, he worked for ten years at the Missile Defense Agency. Outside of finance, he is a co-owner and investor in a moving company based in Huntsville, AL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and is notable for its large national network of advisors and branch offices, as well as affiliated services including trust, mutual funds, and securities-based lending.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
firm logo

Davis W

Series 66

Madison, AL

Edward Jones

Davis Whitten is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to his career in finance, he was involved in the pharmacy and lawn care businesses. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individuals and institutions, with over $1 trillion in assets under management supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Stock option exercise strategy Business Financial Management Military & Veterans Engineering Professional
firm logo

Tucker W

Series 66

Athens, AL

Edward Jones

Tucker Walters is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he held roles at several companies including ServiceTitan and Salesforce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner
user avatar
firm logo

Thomas M

Series 66

Madison, AL

Edward Jones

Thomas Mitchell is a financial advisor at Edward Jones in Huntsville, AL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at TJX Companies for eight years and Wendy's for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
firm logo

Grant C

Series 66

Madison, AL

Edward Jones

Grant Chandler is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his current role, he worked at ServisFirst Bank and was involved with In Bloom Floral Design and the YMCA in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Multi-generational wealth transfer Wealth management Military & Veterans
user avatar
firm logo

Joshua D

CFP®, Series 66

Madison, AL

LPL Financial

Joshua Daily is a CFP® with 13 years of industry experience, currently associated with LPL Financial in Madison, AL. He has worked at firms including Redstone Federal Credit Union, Cetera Investment Services, and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
firm logo

Miranda Y

ChFC®, Series 65, Series 66

Huntsville, AL

Edward Jones

Miranda Yount is a ChFC® credentialed financial advisor with 10 years of industry experience. She has been with Edward Jones since 2018 and previously worked at Rodan & Fields and Oak Tree Financial Services, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy General retirement planning Inheritance planning Wealth management Retired Founder/Business Owner Executive Women Professionals
user avatar
firm logo

Brandon W

Series 63, Series 65

Madison, AL

Wells Fargo Clearing

Brandon White is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to his current role, he worked at JPMorgan Chase Bank and J.P. Morgan Securities, as well as New York Life Insurance Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute and third parties to support its diversified investment approach.

Retired Founder/Business Owner
firm logo

Hannah J

Series 66

Madison, AL

Edward Jones

Hannah Jenkins is a financial advisor at Edward Jones in Madison, AL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Nova Bank and has a background in education spanning from 2005 to 2019. She was also involved with Champion Cheer Athletics in 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Wealth management Real estate investing Engineering Professional Women's Finance Women Professionals
firm logo

Gunnar B

Series 66

Madison, AL

Edward Jones

Gunnar Birgisson is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at WG Financial Group and Be Seen Solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm operates under a fiduciary standard and has a nationwide network of over 23,700 financial advisors.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Government Employee Founder/Business Owner
user avatar
firm logo

Stephen J

Series 63, Series 65

Madison, AL

LPL Financial

Stephen Jackson is a financial advisor with LPL Financial in Madison, Alabama, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Linsco/Private Ledger Corp since 2007 and dedicates a portion of his time to the sale of fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, research, and various technology-driven investment solutions.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Jordan P

Series 63, Series 65

Madison, AL

LPL Enterprise

Jordan Pritchard is a financial advisor with LPL Enterprise in Madison, Alabama. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services. The firm provides access to model portfolios, third-party asset management arrangements, and a variety of brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")